Brandt is responsible for maintaining and facilitating MCIA clients' success by leading MCIA's Investment Committee, Advisory Committee, and group of Financial Advisors. Brandt coupled his experience in aviation with his experience as a Financial Advisor to form what Mountain Capital Investment Advisors is today. He has 5 years of experience as a commercial pilot at Atlantic Coast Airlines/Independence Air, and 20 years of experience as a Financial Advisor (10 years at Morgan Stanley prior to MCIA). After spending 5 years in the Marine Corps, Brandt received his BS in Aviation Science from Oklahoma State University and his MBA from Roosevelt University. He now resides in Erie, CO with his wife, Michelle, and his two children, Syrena and Brandt Jr. When not in the office, Brandt enjoys the outdoors, is an avid skier, and enjoys competing in triathlons with Michelle.
Michelle's responsibilities lie in her knowledge of the aviation business and the careers of our clients, attained by working for 14 years as a Senior Manager at United Airlines. While at United, she was responsible for flight attendant scheduling, served as a PBS internal consultant, as a Part 142 Chief Pilot, and was an Operational Leader. She also led Lean Six Sigma Black Belt Projects to improve customer experience and operational efficiency, resulting in over $50M in savings. Michelle received her BS in Aviation Science from Oklahoma State and her MBA from Roosevelt University. Michelle now resides in Erie, CO with her husband, Brandt, and their two children, Syrena and Brandt Jr. When she's not helping MCIA in every facet of the business, she enjoys competing in triathlons, skiing, and cooking!
Isaia Casas is the President of Mountain Capital Investment Advisors. Isaia is responsible for facilitating MCIA clients' success by overseeing the day-to-day business and leading the Financial Advisor team. His journey with MCIA began as an intern, where he spent two years honing his skills and gaining invaluable experience before joining the firm full-time. Isaia earned his undergraduate degree in Finance from the University of Nebraska-Lincoln. He and his wife, Hennebry, welcomed their first child, Madeline, in December 2023. Outside of work, Isaia enjoys traveling, hiking, and watching sports, and he cherishes spending quality time with his growing family.
Bob is responsible for financial planning, client interactions, and leading the internal processes for promoting and ensuring MCIA's compliance with laws, regulations, and company policies. Prior to co-founding MCIA, Bob was a Senior Vice President at GA Telesis, where he was responsible for corporate treasury functions, financing asset acquisition, and leasing transactions. He also developed capital sources for the company, raising $500M in funding for the GA Telesis Aviation Investments fund. Prior to this, he was a principal of Mountain Capital Partners, with responsibility for transaction financing and general management of the boutique aviation investment management firm. Bob majored in business and finance at the University of Nebraska-Omaha and now lives in Larkspur, CO with his wife, Melanie, and three sons.
Brian, a CERTIFIED FINANCIAL PLANNER® is responsible for financial planning and compliance. He grew up in the suburbs of Denver and attended Colorado State University. After graduating, he traveled the country working in film and television production, which eventually brought him to Los Angeles where he developed a passion for food and wine. He spent over ten years working in the hospitality industry, managed a successful beverage program, and received a Zagat 30 Under 30 award. Brian now caters to his Mountain Capital clients, focusing on retirement planning and wealth creation. He spends his free time with his wife and daughter in LA, and enjoys playing pick-up basketball with random celebrities in Hollywood.
Jeremy A. Sanchez, AAMS®, MBA
Chief Operating Officer
Team(s): operations
Jeremy A. Sanchez has built his career leading operations, technology strategy, and service delivery for Registered Investment Advisors. With deep expertise across Trading, Middle Office, Centralized Operations, Product and Project Management, M&A Integration, and Client Services, Jeremy brings a process-driven, results-oriented approach to supporting RIAs. He has held senior roles at Schwab Advisor Services and Scottrade Advisor Services, where he served as AVP of Advisor Service Delivery. He later became Senior Director of Wealth Management Operations at Mercer Advisors, driving national initiatives that enhanced efficiency and supported significant firm growth. Based in Broomfield, CO, Jeremy enjoys life with his wife and three daughters. He's an avid snowboarder and passionate about the outdoors.
Shannon Donovan
Client Service Director
Team(s): operations
Shannon started at MCIA in April 2023. She assists with daily operations and has a passion for providing excellence in customer service. Shannon attended Metropolitan State University of Denver with a degree in Psychology. Shannon has a diverse career background with experience as a staffing recruiter, human resources administrator, corporate trainer, and a dance teacher. One of her favorite career achievements was winning Training Coordinator of the Year. Shannon is a Colorado native who loves supporting the local sports teams and spending time with her family.
Brandon Johnson, PMP®
Client Service & Trading Operations Lead
Team(s): operations
Brandon Johnson is the Client Service & Trading Operations Lead at Mountain Capital Investment Advisors. He supports MCIA's mission by driving operational efficiency, enhancing advisor support, and ensuring a seamless experience for clients and internal teams. Brandon brings over a decade of experience in RIA operations, trading, and project management, with previous leadership roles at E.A. Buck Financial Services, Mercer Advisors, and Scottrade Advisor Services. He is a certified Project Management Professional (PMP®) with expertise in trading operations & execution, strategic management, and process improvement.
Taylor Schuerman
Client Service Associate
Team(s): operations
Taylor Schuerman first joined the firm as an intern in 2023 while completing her studies at Colorado State University, where she earned a bachelor's degree in Financial Planning along with a certificate in International Business. After graduating in May 2025, she transitioned into a full-time role as a Client Services Associate. With aspirations to become a financial advisor, Taylor is committed to expanding her expertise in comprehensive planning strategies and supporting clients with care and precision. Growing up in a family of pilots, Taylor developed a unique appreciation for the financial needs of those in aviation.
Conner is responsible for operations and client experience, including financial planning, client interactions, and assists with all aspects of the financial advisory practice at Mountain Capital Investment Advisors. Prior to joining, Conner was a part of JPMorgan's Asset & Wealth Management division in Chicago, IL where he consulted financial advisory practices with his extensive knowledge of capital markets, investment management, risk management, annuities and insurance. Conner received his BA in Business Administration: Finance and Management Information Systems with a minor in Accounting from Augustana College (IL). He now lives in Denver, CO with his wife, Lia and dog, Bo.
Karl Spurzem, CFA®
Financial Advisor/Analyst
Team(s): advisors
Karl's responsibilities with the committee include developing and monitoring MCIA's investment strategy, along with performing financial planning services for clients. Prior to joining MCIA, Karl spent over 20 years in Institutional Equity Research, working closely with macro and policy research teams. His time with the Washington Research Group spanned 15 years, with responsibilities including interacting with the largest investment management firms in the U.S., located in Denver and on the West coast. Karl did his undergraduate work at the University of California, Berkeley and received his MBA from Northwestern University's Kellogg School of Management.
Jack is responsible for financial planning, client services and assists in much of the financial advisory practice at Mountain Capital Investment Advisors. Before joining MCIA, Jack spent some time in the brokerage world with Cetera and Securian. He switched to the RIA world for the simple fee structure and fiduciary standard. Jack attended school at Washington State University and graduated from Creighton University with a Bachelor of Science in Finance with an emphasis in financial planning. Jack was also selected in the 2019 MLB draft by the Miami Marlins and played professionally for three years after college.
Savannah L. Chacon, CFP®, ChFC®
Financial Advisor
Team(s): advisors
Savannah Chacon is a Certified Financial Planner™ and Chartered Financial Consultant® with nearly a decade of experience in the financial planning industry. She spent eight years with Fidelity Investments, most recently specializing in benefits optimization and comprehensive planning for corporate executives, before expanding her work to serve union and non-union clients in the aviation industry. Following her role as a sales team manager with Mutual of Omaha, Savannah joined Mountain Capital, bringing her expertise and passion for people to the firm.
Mai joined Mountain Capital as a tax intern in February of 2021 and was hired as a permanent part of the tax team in June. As a Tax Specialist, she is responsible for tax planning and tax preparation. She has extensive knowledge of federal and state tax regulations and uses her expertise to help clients comply with tax regulations and take advantage of adjustments, deductions, and credits that let them keep more of their money. In May 2021, Mai received her Bachelor of Science in Accounting and is currently studying for her Master's degree in Professional Accountancy at Metropolitan State University of Denver.
Kristie plays a vital role in ensuring seamless operations and exceptional client service at Mountain Capital Investment Advisors. With a strong foundation in office management and client relations, she brings a unique combination of energy, precision, and care to every interaction. Originally from Alabama, Kristie has called Colorado home for over a decade. Outside the office, she enjoys hiking with her family and pets, volunteering in her local community, and staying active through league softball and racquetball.
Jay is responsible for financial planning, client interactions and business development. Jay has been involved in the aviation industry for 20+ years as a commercial pilot while for over 10 of those years simultaneously engaging his passion for the financial industry as a financial planner, mortgage brokerage owner and a business operations consultant for small business startups. Jay received his B.S. from the Leeds School of Business at the University of Colorado and currently lives with his wife Krista in Broomfield.
Michael is a financial advisor and has been a part of Mountain Capital story for over 15 years as a client and now as an advisor. Mike has over 20 years of professional airline experience as a pilot and Instructor Pilot for a major U.S. carrier. He served in the United States Air Force for seven years until he was honorably discharged as a lieutenant. Michael graduated from Oklahoma State University with a Bachelor of Science in Aviation, Professional Pilot. He now resides in Broomfield, CO with his wife and two children.
Adam Allgaier, CFP®
Airline Financial Advisor
Team(s): airline
Adam joined Mountain Capital in 2020. He is part of the financial planning and client interactions teams. Adam has been in the aviation industry for over 6 years and is currently employed by a major U.S. carrier. Adam graduated from Embry Riddle Aeronautical University with a Bachelor of Science in Aeronautical Science with an Airline Specialty. During his free time Adam likes to be outside hiking, mountain biking or snowboarding.
Parker recently joined Mountain Capital as a Financial Advisor. He received his B.A. from the University of North Dakota. While in school, he completed his flight training and worked as an instructor and examiner. Parker is a pilot for Delta and is looking forward to guiding his fellow aviation professionals through their financial lives and helping them successfully arrive at their retirement. He lives in Minneapolis and enjoys golfing, spending time with friends and family.
Ryan recently joined Mountain Capital as a Financial Advisor. He graduated from Purdue University with a degree in Professional Flight and a minor in Organizational Management. While at Purdue, he worked as a flight instructor and examiner and was an avid rower, later serving as an assistant coach for the Purdue Crew team. Ryan is passionate about helping pilots prepare for their airline interviews and start planning for a secure retirement. He lives in downtown Chicago with his wife, Julia, and their two cats.
Jason Saul brings over 27 years of experience as a professional pilot, including more than two decades with a major U.S. airline, to his role as an airline financial advisor at Mountain Capital. Originally joining the firm as a client at its inception, Jason now uses his firsthand knowledge of the aviation industry to guide fellow pilots in making sound financial decisions and building a path toward a prosperous retirement. He holds a Bachelor's Degree in Aviation Management from Mankato State University.
Aldiana Mujic-Winter, EA
Tax Specialist
amujic-winter@mountaincapital.us
Team(s): tax
Schedule a CallAldiana Mujic-Winter joined Mountain Capital as a Senior Tax Specialist in September 2024. In this role, she is responsible for tax planning and preparation, leveraging her extensive knowledge of federal and state tax regulations to help clients comply with tax laws while maximizing adjustments, deductions, and credits to retain more of their income. Aldiana holds a Bachelor of Arts in Writing and is currently pursuing a Master's degree in Professional Accountancy at Colorado State University. She is an Enrolled Agent with the IRS.
Mary joined Mountain Capital in August 2025 after eight years with RSM US LLP, where she worked in the audit practice with a focus on privately held clients. During her tenure at RSM, she specialized in the real estate industry, gaining extensive experience with clients who offered a variety of business services across multiple asset classes and complex entity structures. She earned her Bachelor of Science in Accounting from the University of Northern Colorado and has been a licensed Certified Public Accountant (CPA) in the state of Colorado since 2021.